Sales Representative & Field Trainer

Sales Representative & Field Trainer

About Us

At RISE Financial, we are a forward-growing supplemental insurance company committed to integrity, exceptional service, and continuous improvement. Our mission is to serve small and medium-sized businesses by providing top-tier supplemental benefits plans for their employees. We prioritize community, collaboration, and are dedicated to investing in our people through education, resources, and ongoing support to help them achieve lasting success.

Position Overview

We are seeking a motivated and experienced Sales Representative & Field Trainer to join our dynamic team. In this dual-role position, you'll drive sales while also developing and mentoring others. You will be responsible for engaging new clients, building lasting relationships, and training new hires using our proven success methods. If you're passionate about sales, thrive in a competitive environment, and are committed to both personal and professional growth, while supporting others in reaching their full potential, we want to hear from you!

 


 

Key Responsibilities

Sales Representative Duties:

  • Actively identify and engage potential clients through in-person cold calling, networking, and referrals.

  • Build and nurture strong, long-term relationships to ensure client retention and repeat business.

  • Present and promote our products and services, negotiate contracts, and close sales.

  • Consistently meet or exceed individual sales goals and key performance indicators (KPIs).

Trainer Duties:

  • Once you've mastered our skills, deliver our training programs to new hires, ensuring they understand our methods and culture.

  • Provide ongoing mentorship and constructive feedback to team members, helping them reach their potential while remaining open to your own growth and development.

  • Collaborate with leadership to assess the effectiveness of training programs and make adjustments to improve outcomes.

  • Foster a learning environment that promotes continuous personal and professional development for both individuals and the team.

 


 

Qualifications

  • Sales Experience: A minimum of 1 year in B2B sales, with a proven ability to meet or exceed sales targets. Expertise in identifying client needs, providing tailored solutions, and building long-term relationships with both clients and colleagues.

  • Training & Leadership: Prior experience in mentoring or training is preferred, but a strong willingness to learn and grow through coaching is equally valued. A passion for helping others develop, paired with a demonstrated ability to lead, motivate, and coach a team, is essential.

  • Communication & Organization: Exceptional verbal and written communication skills, with the ability to stay organized and manage multiple tasks effectively. A proactive, positive mindset and the ability to navigate challenges and find creative solutions are key to success in this role.

 


 

Additional Requirements

  • Driver's License & Transportation: A valid driver's license and reliable transportation are required for travel within your designated sales area.

  • Travel Availability: Willingness to travel within your region, including occasional overnight trips.

  • Technology Requirements: Must have access to a working cell phone, iPad, and a data plan to manage client communications and sales activities.

  • Health Insurance License: While a state health insurance license is not required to apply, you must be willing to obtain it upon joining the team.

 


 

Why Join Us

  • Unlimited Earning Potential: Enjoy uncapped earnings through performance-based bonuses and commissions. With a guaranteed base draw for the first six weeks and a fast sales cycle, commissions are typically paid out within one week.

  • Career Growth & Mentorship: We are committed to your success, offering clear advancement paths through leadership development programs, ongoing training, and continuous support from experienced sales leaders to help you reach your full potential.

  • Comprehensive Training: Benefit from both classroom and field training that ensures you're set up for success from day one.

  • Team Environment: Join a dynamic, supportive team where collaboration and a shared drive for success are core to our culture.

 


 

Benefits

  • Competitive weekly draw pay with commission and bonuses from the start.

  • Access to quarterly and annual incentives such as trips, cash bonuses, and stock options.

  • Short sales cycle, typically less than 3 business days.

  • CRM and training provided. Licensing reimbursement (state fees).

 


 

Job Type: Full-time
Pay: $80,000 - $110,000 per year
Schedule:

  • Monday to Friday

  • Weekends as needed
    Work Location: Business-to-business, in-person

 


 

If you're ready to elevate your career, driven by personal success and the desire to help others achieve their goals, all while making a meaningful impact in your community, apply now and join the RISE Financial family.

To find out more about us, please check us out at: https://rise-financial-group.com/homepage